BRADLEY FOSTER & SARGENT INC/CT DHR Danaher Corp com

Ownership history in BRADLEY FOSTER & SARGENT INC/CT  ·  85 quarters on record

AI Ownership Summary

BRADLEY FOSTER & SARGENT INC/CT reported Danaher Corp com (DHR) in 85 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.82% in 2024 Q3. The latest visible filing shows DHR at 0.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRADLEY FOSTER & SARGENT INC/CT's position in Danaher Corp com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DHR was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.82% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRADLEY FOSTER & SARGENT INC/CT held DHR — position size vs. price
% of Fund (quarterly)    DHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 331,104 -195,664 -37.1% 0.98% $62.8M 2026-05-15 $161.91
2025 Q4 REDUCED 526,768 -390 -0.1% 1.77% $120.6M 2026-02-12 $214.48
2025 Q3 ADDED 527,158 +4,142 +0.8% 1.54% $104.5M 2025-11-10 $210.43
2025 Q2 REDUCED 10.0% -5.6% 523,016 -57,811 -10.0% 1.62% $103.3M 2025-08-11 $198.71
2025 Q1 REDUCED 580,827 -24,596 -4.1% 2.04% $119.1M 2025-05-13 $195.26
2024 Q4 REDUCED 605,423 -569 -0.1% 2.34% $139.0M 2025-02-03 $212.47
2024 Q3 ADDED 605,992 +52,052 +9.4% 2.82% $168.5M 2024-11-04 $244.83
2024 Q2 ADDED 553,940 +3,916 +0.7% 2.49% $138.4M 2024-08-09 $265.30
2024 Q1 ADDED 550,024 +11,670 +2.2% 2.48% $137.4M 2024-05-15 $260.42
2023 Q4 ADDED 538,354 +30,588 +6.0% 2.42% $124.5M 2024-02-14 $244.86
75 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BRADLEY FOSTER & SARGENT INC/CT and DHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRADLEY FOSTER & SARGENT INC/CT reported owning DHR?

BRADLEY FOSTER & SARGENT INC/CT reported DHR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DHR position in BRADLEY FOSTER & SARGENT INC/CT's portfolio?

The largest reported portfolio weight for DHR was 2.82% in 2024 Q3.

What is the latest reported DHR position on this page?

The most recent filing on this page is 2026 Q1, when BRADLEY FOSTER & SARGENT INC/CT reported 331,104 shares, equal to 0.98% of portfolio, with an estimated market value of $62.8M.

What does the chart on this DHR ownership page compare?

The chart compares BRADLEY FOSTER & SARGENT INC/CT's quarterly DHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRADLEY FOSTER & SARGENT INC/CT time their DHR position?

Based on 13F filing dates vs. subsequent DHR price moves, BRADLEY FOSTER & SARGENT INC/CT correctly timed 42 out of 82 reported position changes (51%). The annualised alpha on DHR relative to SPY over the holding period was +2.3%.

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